Introduction
This update brings a balanced mix of powerful enhancements, usability improvements, and important fixes designed to make your workflow more seamless and efficient. From keeping essential actions like project creation always accessible, to empowering teams with manual activity logging and notes-based reporting, this release focuses on flexibility, visibility, and user control.
Additionally, subtle but impactful refinements—like auto-focus improvements and interface consistency fixes—ensure smoother interactions across the platform. Altogether, these updates enhance productivity, streamline task management, and reinforce reliability in everyday use.
Power-Up Release
- Manual Activity Logging: Users can now manually log activities such as Calls, Meetings, Messages, and Emails that were not automatically tracked by the platform.
- Notes-Based Reports: Added the ability to create dedicated reports based on Notes, with advanced grouping — providing greater visibility across Opportunities, Contacts, Companies, Projects, and Tasks.
Feature Drop
- Persistent Project Button: The “Create Project” button in Opportunities now remains visible even after a project has been created.
Auto-Upgrade
- Notes Auto Focus: The note input now automatically gains focus when opening the Notes Modal from List View.
- Task Time Picker Focus: The time field now displays focus correctly when setting a time for a task.
Fix-It Release
- Text Formatting Toolbar: Fixed issue where Bold, Italic, and Underline buttons appeared active when selecting unformatted text.
- Email Integration: Resolved an issue preventing email integration when the email was already used for SSO login.
- Filter Search Overlap: Fixed issue where values overlapped when searching inside filters.
- Saved View: Removed empty options that appeared in the Saved View.
- Opportunity Address Field: Fixed issue where Address custom field values were not displaying correctly in the Opportunity List View panel.
Questions or Feedback
For questions or feedback regarding these changes, please contact our support team by logging a support ticket or visit our Help Center/FAQ Page.
